See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,559 | $111,491-52.9% | $189,513-72.3% | $86,799-39.4% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.8%+11.2pp | 72.3%+26.8pp |
| Annual return | 22.19% | 83.50%-61.3pp | 555.15%-533.0pp | 97.91%-75.7pp |
| Employer contribution / active EE | $3,676 | $3,951-7.0% | $6,162-40.3% | $2,405+52.8% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |